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ASVRX vs JSVZX
ASVRX vs JSVZX Comparison
Open Charts ASVRX vs JSVZX
American Century Small Cap Value R
Price$10.24
Change-$0.03 (-0.29%)
VolumeN/A
Net Assets4.67B
JPMorgan Small Cap Value R2
Price$25.53
Change+$0.36 (+1.43%)
VolumeN/A
Net Assets1.25B
ASVRX vs JSVZX Comparison Chart in %
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ASVRX vs. JSVZX commentary
Sep 06, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ASVRX is a Buy and JSVZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.67B vs. JSVZX (1.25B). JSVZX pays higher dividends than ASVRX: JSVZX (0.61) vs ASVRX (0.39). ASVRX was incepted earlier than JSVZX: ASVRX (16 years) vs JSVZX (17 years). JSVZX (1.60) and ASVRX (1.58) have similar cost to investors . JSVZX is a more actively managed with annual turnover of: 61.00 vs. ASVRX (39.00). JSVZX has a lower initial minimum investment than ASVRX: JSVZX (0) vs ASVRX (2500). JSVZX annual gain was more profitable for investors over the last year : 1.83 vs. ASVRX (-0.95). ASVRX return over 5 years is better than : 56.14 vs. JSVZX (33.61).
| ASVRX | JSVZX | ASVRX / JSVZX | |
| Total Expense Ratio | 1.58 | 1.49 | 106% |
| Annual Report Gross Expense Ratio | 1.58 | 1.60 | 99% |
| Fund Existence | 16 years | 17 years | - |
| Gain YTD | 1.394 | 5.751 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.67B | 1.25B | 373% |
| Annual Yield % from dividends | 0.39 | 0.61 | 64% |
| Returns for 1 year | -0.95 | 1.83 | -52% |
| Returns for 3 years | 15.67 | 10.95 | 143% |
| Returns for 5 years | 56.14 | 33.61 | 167% |
| Returns for 10 years | 23.48 | 10.21 | 230% |
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